See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,500 | $64,480-97.7% | $81,382-98.2% | $80,856-98.1% |
| Participation rate | 3.4% | 63.9%-60.4pp | 69.5%-66.0pp | 67.6%-64.2pp |
| Annual return | 0.00% | 16.34%-16.3pp | 24.73%-24.7pp | 35.59%-35.6pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $76 | $3,094-97.5% | $3,883-98.0% | $4,296-98.2% |
| Admin fee / account holder | $770 | $5,671-86.4% | $5,768-86.7% | $6,918-88.9% |